Tricia Lepofsky is a Series 65-licensed advisor at KFA Private Wealth Group, LLC with six years of industry experience. She has been with KFA Private Wealth Group since 2016. Outside of her advisory role, she serves as the president of the Washington DC chapter of the Austin Peay University National Alumni Association. KFA Private Wealth Group serves individual and high-net-worth clients, trusts, pension and profit-sharing plans, and corporate entities, offering financial planning, portfolio management, retirement plan consulting, and wealth management. The firm employs a goal-based investment approach combining passive and active management, with ongoing manager due diligence and client engagement.

Jason Rizkallah is a financial advisor at McLean Asset Management Corporation with 19 years of industry experience. He holds the CFP®, ChFC®, and Series 66 designations. Prior to joining McLean Asset Management in 2019, he worked at Charles Schwab & Co., Inc. from 2012 to 2019. Outside of his advisory role, he serves as a board member of the Montgomery Countryside Alliance, where he provides education on general investing and financial topics. McLean Asset Management Corporation offers investment management, financial planning, and consulting services to a diverse client base, including individuals, retirement plans, trusts, and charitable organizations. The firm employs a portfolio approach based on Modern Portfolio Theory and broad asset allocation principles, using no-load mutual funds, ETFs, and approved managers, and provides specialized strategies such as tax-managed equity and ESG screening.

Jennifer Denner is a Series 65 licensed financial advisor with Professional Financial Solutions, LLC in Fairfax, VA. She has five years of industry experience, including seven years at the Door and Hardware Institute prior to joining her current firm in 2019. Professional Financial Solutions, LLC primarily serves individual clients, including those with living or irrevocable trusts, as well as small business owners on retirement plans and charitable gifting of client securities. The firm offers financial planning, consulting, and investment management with a focus on diversified mutual funds and ETFs using a buy-and-hold, passive approach.

Kristina Fernandes is an advisor at Hughes Financial Services, LLC, holding a Series 65 credential. She has three years of industry experience, including nine years of prior work at Sloper's Stitch House. Hughes Financial Services is a team-based registered investment adviser with seven advisors managing approximately $760 million for individual and high-net-worth clients. The firm offers discretionary and non-discretionary portfolio management, integrated financial planning, and an all-inclusive wrap-fee program that incorporates firm-developed model portfolios, ongoing monitoring, and access to unaffiliated independent managers.

Barry Bass Jr. is a CFP® and ChFC® with 22 years of industry experience. He is currently with Northwest Financial Advisors LLC and has previously worked at Fulton Bank, Raymond James Financial Services, and M&T Securities. Northwest Financial Advisors LLC provides investment advisory and financial planning services to individuals, trusts, estates, retirement plans, charitable organizations, and business entities. The firm uses a long-term, asset-allocation-driven approach tailored to clients’ time horizons, risk tolerance, and objectives, implementing strategies primarily through LPL Financial custodial programs and an outsourced chief investment officer program.

Frank Zecca Jr. is a CFP® certified financial advisor with 26 years of industry experience. He is currently with Activ8 Family Office LLC and previously worked at Octagon Financial Services and CETERA Financial Specialists LLC. Outside of his advisory role, he serves on the board of the Eat Learn Play Foundation, a children’s nonprofit, and is an advisory board member for Uncharted Power. Activ8 Family Office primarily serves professional athletes and their families, offering a Holistic Client Management Program that integrates financial planning, investment management, cash management, and tax services. The firm utilizes outsourced CIO and TAMP solutions with customized portfolios, including access to private fund investments, tailored to clients’ objectives.

Brian Henderson is a CFA® charterholder serving as an advisor at Signature Resources Capital Management, LLC with one year of industry experience. He is also the founder and sole member of Henderson Financial Consulting LLC, where he conducts investment research and provides expert witness consulting. Additionally, he is an associate professor of finance at The George Washington University. Signature Resources Capital Management advises individual and high-net-worth clients, trusts, estates, and retirement plan sponsors offering investment management, financial planning, and retirement-plan consulting. The firm employs a Global Target Risk strategy focused on diversification and customization, managing approximately $304 million in discretionary assets.

Robert Tucker III is a financial advisor at Reston Wealth Management with 39 years of industry experience. He holds the CFP® and ChFC® designations and has worked at Reston Wealth Management since 2009, following a 21-year tenure at LPL Financial. Outside of his advisory role, he owns a SweetFrog franchise through a business entity. Reston Wealth Management is a fee-based registered investment adviser serving individuals, families, and institutional clients. The firm employs a tailored, long-term investment approach that includes globally diversified allocations, low-cost ETFs and mutual funds, and tax-aware strategies, supported by fundamental analysis and institutional research.

Benjamin Corson is a CFA® charterholder with 14 years of industry experience. He is currently with D'Orazio Wealth Advisors, where he has worked for three years. Prior to that, he was with Hemington Wealth Management for one year and Absolute Investment Management for eleven years. D'Orazio Wealth Advisors provides financial planning, discretionary investment management, and retirement plan consulting to individuals, high-net-worth clients, trusts and estates, and retirement plan sponsors. The firm emphasizes a long-term, globally diversified investment approach that combines fundamental analysis with quantitative tools and performs ongoing monitoring and rebalancing on a discretionary basis.

Margaret Swinney is a financial advisor at Acorn Financial Advisory Services, Inc. with 27 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Voya Financial Advisors, Inc. and The Strategic Financial Alliance, Inc. outside of her current firm. Swinney also owns and manages a financial services LLC and is involved in the sale of fixed life insurance. Acorn Financial Advisory Services provides personalized financial planning and investment management to individuals, families, pension and profit-sharing plans, trusts, estates, charitable organizations, and small businesses. The firm manages approximately $1.23 billion for around 2,300–2,400 clients across 11 advisors, offering both custom and model-based portfolios with discretionary and non-discretionary management.

Sean Tyll is a financial advisor with Acorn Financial Advisory Services, Inc., holding Series 63 and Series 65 licenses and bringing 11 years of industry experience. He has worked at Acorn since 2019 and has held roles with Mutual of Omaha and Guardian Life Insurance. Outside of his advisory work, Sean is also active as a licensed insurance agent and mortgage loan originator. Acorn Financial Advisory Services, Inc. is a fee-only investment adviser managing approximately $1.4 billion in assets for individuals, families, and various organizations. The firm offers globally diversified portfolios using individual securities, ETFs, mutual funds, and third-party managers, along with defined model families and tactical tools, and provides educational seminars and subadvisory services.

Denise Proctor is a financial advisor with Northwest Financial Advisors LLC in Herndon, VA, holding CFP®, Series 63, and Series 65 designations and bringing 21 years of industry experience. Her work history includes roles at M&T Bank and M&T Securities from 2009 to 2026, along with experience at LPL Financial since 2021 and Northwest Financial Group since 2026. Northwest Financial Advisors LLC provides investment advisory and financial planning services to a range of clients, including high-net-worth individuals, trusts, and charitable organizations. The firm employs a long-term, asset-allocation-driven approach and utilizes LPL Financial custodial programs and an Outsourced Chief Investment Officer program to support portfolio management and oversight.

Jing Quan is a CFP® professional at Rainey & Randall Wealth Advisors, Inc. with two years of industry experience. She has been associated with Rainey & Randall Investment Management, Inc. since 2012. Rainey & Randall Wealth Advisors serves individual and high-net-worth clients with discretionary portfolio management, financial planning, and limited-scope 3(21) ERISA retirement-plan services. The firm emphasizes tailored asset-allocation models primarily using mutual funds and ETFs, incorporating a range of strategies and analytical approaches.

Rosemary Yue is a financial advisor at Brown | Miller Wealth Management, LLC with 19 years of industry experience. She holds a Series 66 designation and has worked at her current firm since 2020, following nine years at Wells Fargo Clearing. Brown | Miller Wealth Management is a fee-only registered investment adviser serving individuals, high-net-worth clients, trusts, retirement plans, and businesses. The firm offers customized, tax-aware asset allocations using a combination of active and passive strategies, including equities, fixed income, ETFs, and mutual funds, and may incorporate alternative investments or third-party managers when appropriate.

Samer Eshmawy is a CFP® with six years of industry experience, currently serving at Azzad Asset Management, Inc. since 2025. His prior experience includes roles at Modera Wealth Management, LLC, JP Morgan Chase & Co., and T-Mobile US. Azzad Asset Management provides investment management and financial planning services to a diverse client base including individuals, retirement plans, charitable institutions, and small businesses. The firm specializes in socially responsible Islamic investing using proprietary screening tools and manages approximately $1.82 billion in discretionary assets.

Hillary Landen is a financial advisor at YHB Investment Advisors Inc in Great Falls, VA, holding Series 63 and Series 65 licenses with eight years of industry experience. She previously worked at TM Wealth Management and Bull Run Financial Group. YHB Investment Advisors provides discretionary portfolio management to individuals, institutions, and retirement plans, applying a team-based investment process that emphasizes diversified allocations and independent research. The firm also offers pension consulting, trustee services, and targeted financial consulting alongside its core asset management.

Elizabeth Sharp is a CFP® professional with 11 years of industry experience. She is currently with Brown | Miller Wealth Management, LLC, where she has worked since 2020 following prior roles at Seia LLC and Zhang Financial. Brown | Miller Wealth Management is a fee-only registered investment adviser serving individuals, high-net-worth clients, trusts, retirement plans, and businesses. The firm offers customized, tax-aware asset allocations combining active and passive strategies and provides both discretionary portfolio management and consulting services.

Adam Knapik is a financial advisor at Reston Wealth Management with 10 years of industry experience. He holds the Series 66 designation and previously worked at Charles Schwab and Charles Schwab Bank SSB. He has been with Reston Wealth Management since 2021. Reston Wealth Management is a fee-based registered investment adviser serving individuals, families, foundations, charitable organizations, corporations, small businesses, trusts, guardianships, and estates. The firm manages approximately $590 million using a tailored, long-term investment approach that includes globally diversified allocations, low-cost ETFs and mutual funds, and tax-aware strategies.

Garrett Welsh is a financial advisor at Allegiance Financial Group with a Series 65 license and one year of industry experience. Prior to joining Allegiance, he worked at Hunt Valley Country Club for four years. Allegiance Financial Group Advisory Services LLC provides investment management, financial planning, and retirement plan consulting to a range of clients including individuals, trusts, estates, business entities, and charitable organizations. The firm emphasizes strategic asset allocation grounded in Modern Portfolio Theory and maintains a long-term investment orientation.

Dean Umemoto is a CFP® and ChFC® with 35 years of experience in financial advising. He has been with McLean Asset Management Corporation since 1984. He is a silent partner in a financial planning software company but has no active role in that business. McLean Asset Management Corporation provides investment management, financial planning, and consulting services to a diverse client base, including individuals, retirement plans, trusts, and charitable organizations. The firm employs a globally diversified asset allocation approach based on Modern Portfolio Theory, with a focus on tax efficiency and periodic rebalancing.